At Purple Vision, we believe Salesforce offers the biggest single opportunity for every nonprofit organisation and we have produced a paper to explain why. Written by fundraisers for fundraisers who want to understand more about this opportunity, we share our experience and insights into: 1. Why Salesforce is so powerful and potentially game changing 2. What the benefits are for fundraising 3. How you can access these opportunities

1. your fundraising with the world’s best CRM tool

2. Fundraising with Salesforce 2
A lot of functionality out
of the box
VSO
We’ve made about a
1000% return on
investment
Choices for Kids
Every week there’s someone
donating online and that
never happened before
Choices for Kids
Lets us dream big
about results without
having to dream big
on how to code
Invisible Children
Mobile Loaves & Fishes

3. ● Systems that don’t talk to each other
● Data in different places – donors, campaigning, emails,
online giving, web and service delivery
● 360 Supporter View – much talked about…rarely
achieved
● ‘Central Mothership’ model
● Systems that people are reluctant to use
● Training and consultancy – limited supply and
expensive
● Over-reliance upon IT infrastructure and resources
3
The status quo is unacceptable
__________________________________________________________

4. What is Salesforce
anyway?
“The world’s most innovative company” Forbes
4

5.  Salesforce is the world-class CRM
solution that powers thousands of
successful organisations including
Facebook, Virgin and Obama 2012
 It is suitable for all types of non-
profits – large and small – across
all functions
 The Salesforce Foundation
provides massive discounts and
special configurations to suit non-
profits
 Salesforce is built on an open
technology platform so it is easier,
cheaper and less risky to build and
deploy
 People love using Salesforce
because it is user-friendly and
intuitive
 The AppExchange enables you to
build in best-of-breed tools at the
touch of a button
 Salesforce is designed and built for
online, social and mobile
relationships
 A range of fundraising tools is now
available that are more effective
and less expensive than those from
traditional non-profit CRM vendors
What’s different about Salesforce
__________________________________________________________
5

6. Eight game-changing facts
1. A platform, not a point solution
2. Non-profit pricing and discounts
3. It brings people together
4. Plug in best of breed tools with the AppExchange
5. The cloud is not the same as hosting
6. Social through and through
7. One place for data and intelligence
8. Simple, flexible reporting
6

7. Salesforce platform architecture
7
Users experience
the interface(s) of
apps using a web
browser – on PC,
mobile phone or
tablet
Choose a
combination of
apps to suit your
business needs
Third party
developers publish
their services as
apps on the
AppExchange
Salesforce
manages
underlying services
– servers,
upgrades, security,
backup
Force.com is the
developer toolkit for
building custom
applications
Optimised across
platforms – data,
mobile and web,
and in multiple
languages and
currencies

8. What does
Salesforce offer
fundraisers?
8

9.  Build in best-of-breed tools at the touch of a button with the AppExchange
 Salesforce is designed and built for online, social and mobile relationships
 Highly configurable across business needs
 People love using Salesforce because it is user-friendly and intuitive
 Accessible from any device, any location
 Open technology platform is easier, cheaper and less risky to build and
deploy
 The Salesforce Foundation provides massive discounts and special
configurations to suit non-profits
 A range of fundraising tools is now available that are more effective and
less expensive than those from traditional non-profit CRM vendors
 No software, no hardware, fewer headaches
 More time to fundraise, more data to fundraise with
Benefits for fundraising
____________________________________
Fundraising with Salesforce9

10. Select the right fundraising app at
the core of your Salesforce system
_____________________________________
10
By Affinaquest (USA)
By Breakeven (Canada)
By Fonteva (USA)
By Salesforce Foundation (USA/Global)
By RoundCorner (USA)
By Appichar (Australia/UK)

11. Salesforce
Signposting
11

12. 12
Visioning
•Involve senior
stakeholders
•Understand tech trends
•Fit to organisational
vision and strategy
•Agree scope: data,
functional and
organisational
•Set high-level
improvements
•Establish project
governance
•Outcome: Terms of
Reference
Discovery
•Involve operational team
members
•Review & test objectives
•Walkthrough key
business processes
•Identify opportunities for
improvements
•Identify cultural and
change issues
•Outcome: Business
Process Review
Findings and
Recommendations
•Confirm high-level
opportunity
•Process diagrams
•Assess people/
process/culture issues
•Estimate project cost
and resourcing
•Salesforce solution
signposting
•Outcome: Findings &
Recommendations
Report, + Workshop
The Signposting Process
_______________________________________________________

13. Salesforce
Signposting
Examples of
outcomes
Fundraising with Salesforce13
Global NGO secretariat
requiring multi-platform
contact and relationship
management with integration
of Gmail and low admin
overhead
Sales Cloud + Vertical
Response + Cirrus Insight
Membership organisation looking
for self service membership
management with events and
online publishing. Must integrate
seamlessly with existing CMS
DonorNation + Authorize.net +
Drupal + Mailchimp
Fundraising and campaigning
charity aiming to monitor, acquire
and develop new supporters
through social media as well as
many small event attendees
Nonprofit Starter Pack + Eventbrite
+ Hootsuite

14. Fundraising with Salesforce
““VSO chose Salesforce as its primary platform in
2012, but we have been using Chatter to share ideas,
information and stories about our programmes for
nearly two years.
We have started to move existing systems across,
starting with HR and volunteer management. I was
a VSO volunteer and am now a VSO staff member
so it makes a lot of sense to have both systems on the
same platform.
It’s early days, but Salesforce delivers a lot of
functionality out of the box (e.g. links to social
media) and development happens quickly so users
can see their input appear in a mock-up system
within a couple of weeks”
Nikki Hill, Global Income Programme Manager - VSO International
Case Study: Unleashing the power of
people by enabling them to collaborate
online

15. +44 (0)845 458 0250
www.purple-vision.com
Purple Vision can help you
fundraise with Salesforce
Download the full White Paper via
www.purple-vision.com/whitepapers